Sales
- How to Create and Use Price Levels
- Contacts: Creating, Assiging to a Customer and Inviting to the Portal
- Contacts: How to Bulk upload and Update Contacts via CSV
- Delivery Methods: Allow a Customer to Choose from Multiple Delivery Options
- How to Track Leads in RoasterTools
- How to Create and Use Customer Groups
- Internal and External Notes on Customer Orders
- How to Enable SMS for Your Customers
- Products: How to bulk update product information using the product CSV
- How Due Dates are Calculated for orders on Net Terms
- Invoices: How to send and Track Invoice Emails
- How to Create Customers with Multiple Shipping Addresses or Locations
- Orders: How to Setup and Use Fees
- Third Party Order Platforms: How to Import Beanz and Faire Orders
- Third Party Order Platforms: Importing Bean Box Orders
- RoasterPay: How to Send a Payment Request
- RoasterPay: How to Record Offline Payments
- Invoices: Customers can Pay from the Invoice Email (Pay Now Link)
- Customers: Bulk Update Customer Settings with the Customer CSV
- ShipStation: Daily Shipping Workflow for Wholesale Orders